Episcopal Communities & Services For Seniors 401(K) Plan — Form 5500 plan (Episcopal Communities & Services For Seniors)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Episcopal Communities & Services For Seniors 401(K) Plan is a benefit plan reported by Episcopal Communities & Services For Seniors under EIN 95-1642373 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,008 participants and $21,109,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Episcopal Communities & Services For Seniors
- EIN
- 95-1642373
- Plan number
- 001
- Plan type
- 2
- Location
- Altadena, CA
- Latest filing year
- 2023
- Participants
- 1,008
- End-of-year plan assets
- $21,109,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,008 | H, C | 20241014125910NAL0027332993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,109,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,109,846
- Net assets (BOY)
- $17,549,286
Income & contributions
- Employer contributions
- $1,125,907
- Participant contributions
- $1,354,681
- Total contributions
- $2,480,588
- Total income / additions
- $5,228,576
Expenses & distributions
- Benefits paid
- $1,532,114
- Administrative expenses
- $135,902
- Total expenses
- $1,668,016
- Net increase / (decrease)
- $3,560,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $76,787 | $0 | 2023 |
| Bank Of America Na | INVESTMENT ADVISORY PLAN | $34,468 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Retirement | INVESTMENT ADVISORY - PL | $16,720 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp | THIRD PARTY ADMIN | $7,295 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Episcopal Communities & Services For Seniors
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Altadena, CA
- Transamerica Financial Life Ins. Co — Schedule C compensation
- Bank Of America Na — Schedule C compensation
- Merrill Lynch Retirement — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation